DRIVE WEALTH MANAGEMENT, LLC
LEHI UT · SEC CIK 0001952781
$4.74亿2026Q1 申报市值
376持仓数
33.2%前十大占比 · 第一大 5.6%
34 / 31新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
BBUS 加仓+$259.00万
EVTR 加仓+$132.71万
BRK/B 加仓+$78.63万
VEA 加仓+$58.36万
IJR 加仓+$57.12万
2026Q1 卖出最多 按季末市值估算
APP 减仓-$897.02万
MSTR 清仓-$387.59万
CLOA 减仓-$201.92万
JPLD 减仓-$149.52万
CVNA 清仓-$121.77万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| CGMS | CAPITAL GRP FIXED INCM ETF T | $530.82万 | 1.12% | 194,938 | -38,016 | -16.3% | -$103.52万 | 减仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $567.62万 | 1.20% | 111,395 | 26,045 | 30.5% | $132.71万 | 加仓 |
| META | META PLATFORMS INC | $575.39万 | 1.21% | 10,057 | 465 | 4.8% | $26.60万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $650.73万 | 1.37% | 13,580 | 1,641 | 13.7% | $78.63万 | 加仓 |
| JPLD | J P MORGAN EXCHANGE TRADED F | $704.48万 | 1.49% | 134,983 | -28,649 | -17.5% | -$149.52万 | 减仓 |
| GOOGL | ALPHABET INC | $763.88万 | 1.61% | 26,565 | -172 | -0.6% | -$4.95万 | 减仓 |
| IJR | ISHARES TR | $785.73万 | 1.66% | 63,207 | 4,595 | 7.8% | $57.12万 | 加仓 |
| CDX | SIMPLIFY EXCHANGE TRADED FUN | $846.15万 | 1.79% | 396,511 | 24,259 | 6.5% | $51.77万 | 加仓 |
| AMZN | AMAZON COM INC | $847.67万 | 1.79% | 40,701 | 497 | 1.2% | $10.35万 | 加仓 |
| CLOA | BLACKROCK ETF TRUST II | $930.71万 | 1.96% | 179,552 | -38,954 | -17.8% | -$201.92万 | 减仓 |
| VO | VANGUARD INDEX FDS | $1,043.16万 | 2.20% | 36,324 | 1,274 | 3.6% | $36.59万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,103.77万 | 2.33% | 29,817 | 1,131 | 3.9% | $41.87万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,364.39万 | 2.88% | 252,431 | 4,651 | 1.9% | $25.14万 | 加仓 |
| AAPL | APPLE INC | $1,496.02万 | 3.16% | 58,947 | -201 | -0.3% | -$5.10万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,708.17万 | 3.60% | 97,940 | 2,723 | 2.9% | $47.49万 | 加仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $1,974.43万 | 4.17% | 168,496 | 22,103 | 15.1% | $259.00万 | 加仓 |
| IVV | ISHARES TR | $2,612.37万 | 5.51% | 39,993 | -890 | -2.2% | -$58.14万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $2,663.50万 | 5.62% | 415,652 | 9,108 | 2.2% | $58.36万 | 加仓 |